Working closely with both finance and investment professionals, you'll gain exposure to acquisitions, capital management, tax, treasury and complex investment entities while developing a deeper understanding of how investments are assessed, structured and managed.
This is not a traditional reporting-focused accounting role. Instead, you'll work close to the underlying investments and transactions, gaining exposure to commercially meaningful work rarely available in a typical accounting position.
The Role
Key responsibilities include:
- Ownership of a portfolio of investment entities
- Financial reporting and compliance obligations
- Financial statements and tax reporting
- Capital calls, distributions and treasury activities
- Drawdowns and repayments
- Exposure to acquisitions and new transactions
- Reviewing legal and transaction documentation
- Liaising with auditors and external advisers
- Supporting structuring and transaction initiatives
- Process and systems improvement
We are interested in speaking with:
- Fund or Investment Accountants
- Property Funds or Asset Management professionals
- Business Advisory or Business Services Accountants
- Private Tax professionals seeking a first move into industry
- CA or CPA qualification
- Strong technical accounting and/or tax capability
- Experience with trusts, companies or complex structures
- Strong stakeholder management skills
- A genuine interest in investments and transactions
- A proactive, commercially minded approach
- Direct exposure to investments and transactions
- Broad role with tax, treasury and structuring exposure
- High-performing team with exceptional tenure
- Strong mentoring and career development
- Attractive remuneration and incentive structure
- Collaborative, low-ego culture
For a confidential discussion, please contact Conal Grewar at Perigon Group, or apply below.
